Position in TW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$204,728
-$3,137 QoQ
Shares Held
1,740
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $80,165,076 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,513 | $32,882,672 | |
| 2 | MS |
Morgan Stanley
|
150,080 | $31,372,723 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
51,921 | $5,206,637 | |
| 4 | SCHW |
Schwab Charles Corp
|
43,812 | $4,042,533 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
120,109 | $1,598,650 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
17,905 | $1,558,451 | |
| 7 | IREN |
IREN Ltd
|
25,127 | $1,149,057 | |
| 8 | EVR |
Evercore Inc.
|
1,913 | $653,174 |
All Filings in TW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,728 | 1,740 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $207,865 | 1,873 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $297,045 | 2,029 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $765,162 | 5,154 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $267,862 | 2,046 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $230,026 | 1,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,778 | 2,413 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $225,840 | 2,168 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||